Overview

focus financial group llc

Information by Research TrustFinance

https://focusfinancialpartners.com/

Founded in 2004, Focus Financial Partners Inc. is a strategic investor and partner to independent, fiduciary wealth management firms. The company's business model is centered on acquiring and partnering with registered investment advisors (RIAs) and other wealth managers, providing them with capital, resources for growth, and succession planning solutions while allowing them to maintain their operational independence and entrepreneurial culture. After trading on the NASDAQ under the ticker "FOCS" since its 2018 IPO, Focus was acquired by private equity firm Clayton, Dubilier & Rice (CD&R) and taken private in August 2023.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service